About Adaptive Planning
Adaptive Planning is a Technology company based in Palo Alto (United States) founded in 2003 by Richard L Dellinger and Robert S Hull, and was acquired by Workday in June 2018. Cloud-based financial planning and budgeting software is offered for enterprises. Adaptive Planning has raised $228.55 million across 10 funding rounds from investors including Workday, Bessemer Venture Partners and Royal Bank of Canada. Adaptive Planning has completed 1 acquisition, including myDIALS. Its website adaptiveplanning.com draws about 443 thousand monthly visits. Its focus areas include FinTech, Finance & Accounting Tech, Financial Planning & Analysis and Suite. Its competitors include Anaplan, Workday Adaptive Planning and Planful; 3 of its 3 listed competitors have raised funding.
Company details
Workday Adaptive Planning was founded in 2003 in Palo Alto, United States, as a provider of cloud-based software for enterprise financial management. Tools are supplied for budgeting, forecasting, variance analysis, revenue and expense management, workforce modeling, capital planning, and cash flow optimization. Operations target sectors such as manufacturing, retail, healthcare, hospitality, energy, utilities, and public services, supporting analysis across multiple industries.
Apps and channels of Adaptive Planning
its YouTube channel Workday has 33.7K subscribers and 30 videos.
Videos from Adaptive Planning
The most watched videos on Adaptive Planning's YouTube channel, Workday (33.7K subscribers). Click a video to play it here.
More on Workday.
Funding Insights of Adaptive Planning
Adaptive Planning has successfully raised a total of $228.55M across 10 strategic funding rounds. The most recent funding activity was a Series G round of $75 million completed in June 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $228.55M
- Total Rounds 10
- Last Round Series G — $75M
- First Round $4.6M
(Sep 2003)
- Investors Count 11
All 10 funding rounds of Adaptive Planning with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2015 | $75M | Series G | – | JMI Management | |
| Aug 2013 | $45.75M | Series F | – | Bessemer Venture Partners | |
| May 2013 | $45M | Series D | – | – | |
| Mar 2012 | $22M | Series D | – | – | |
| Jan 2008 | $10M | Series D | – | – | |
| Mar 2007 | $7.5M | Series C | – | – | |
| Aug 2005 | $7.2M | Series B | – | – | – |
| Jun 2005 | $7M | Series B | – | – | – |
| Jun 2004 | $4.5M | Series A | – | – | – |
| Sep 2003 | $4.6M | Series A | – | – | – |
12 investors in total: 12 institutional.
Investors in Adaptive Planning
Adaptive Planning has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include Workday, Bessemer Venture Partners and Royal Bank of Canada.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Monitor Ventures is involved in unspecified business activities. | monitorventures.com | Los Altos, United States | ||
Venture capital firm focused on fintech & enterprise SaaS sectors | informationvp.com | Toronto, Canada | ||
US focused VC firm | cardinalvc.com | Menlo Park, United States | ||
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | bvp.com | Redwood City, United States | |
Early stage VC firm investing in the US | onset.com | Menlo Park, United States | ||
Private equity firm investing in software companies | jmi.com | Baltimore, United States | ||
Venture capital and growth equity firm providing investments and resources to entrepreneurs in various sectors. | 1961 | nvp.com | Menlo Park, United States | |
Early-stage venture capital investments are provided by Relay Ventures. | relayventures.com | Toronto, Canada | ||
| salesforceventures.com | ||||
Comprehensive banking and financial services are provided globally. | 1864 | rbc.com | Toronto, Canada |
Investor details for Adaptive Planning
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Adaptive Planning
2 people are tracked at Adaptive Planning (2 in leadership).
| Name | Role | Group |
|---|---|---|
Richard L Dellinger | Co-Founder | Leadership |
Robert S Hull | Co-Founder & President | Leadership |
Complete people profiles for Adaptive Planning
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Investments & Acquisitions by Adaptive Planning
Adaptive Planning has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include myDIALS.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Cloud-based business intelligence solution | mydials.com | Louisville, United States | 2006 | Sep 2012 | •••• |
Complete acquisition details for Adaptive Planning
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Timeline of Adaptive Planning
5 dated milestones of Adaptive Planning across 15 years, from founding to its latest funding, stage changes and deals.
Competitors of Adaptive Planning
Adaptive Planning has 3 listed competitors in our database, 3 of them funded. They include Anaplan, Workday Adaptive Planning and Planful.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| anaplan.com | 2006 | San Francisco, United States | $300M | 834 | Operational planning and forecasting solutions are offered to businesses. | |
| adaptiveinsights.com | 2003 | Palo Alto, United States | $150.35M | 416 | Cloud-based financial planning and analytics are delivered via SaaS. | |
| planful.com | 2000 | Redwood, United States | $71.65M | 191 | Cloud-based financial planning and advisory solutions are provided for businesses. |
Detailed competitors of Adaptive Planning
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
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Web traffic of Adaptive Planning
The website of Adaptive Planning (adaptiveplanning.com) receives about 442.9K visits a month and ranks #86,364 among all websites worldwide, #2,190 in Business Services.
- Monthly visits442.9K
▲ 37.7% vs previous month
- Unique visitors33.4K
per month
- Global rank#86,364
among all websites
- Category rank#2,190
Business and Consumer Services · Business Services
- Bounce rate7%
- Pages per visit16.9
- Average visit17 min 06 sec
- DevicesDesktop 100% · Mobile 0%
Websites whose visitors overlap most with Adaptive Planning. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
alightplanning.com | alightplanning.com | 100% | – | ||
| zillow.com | 66% | 321.9M | #68 | View details | |
| redfin.com | 51% | 86.4M | #453 | View details | |
| ups.com | 50% | 210.9M | #157 | View details | |
| fedex.com | 35% | 208.2M | #145 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 10 similar websites and full traffic analytics for Adaptive Planning
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 10 similar websites
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Verified entity values are shown only after access is granted.
Top companies in SME & Vertical Software
3 companies that operate in the same segment as Adaptive Planning (SME & Vertical Software) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Business management software is offered for home service providers. | 2007 | Glendale, California, United States | USD 1.1 B | USD 960.97 M | 3,049 | |
Provider of cloud-based POS software solutions for businesses and service providers | 1999 | San Francisco, California, United States | USD 923 M | 2,684 | ||
It offers a platform to schedule & manages appointments for beauty services | 2012 | San Francisco, California, United States | USD 168.82 M |
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Related news about Adaptive Planning
Complete news archive for Adaptive Planning
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Frequently Asked Questions about Adaptive Planning
Adaptive Planning was founded in 2003.
Adaptive Planning is headquartered in Palo Alto, United States. It is registered at Palo Alto, California, United States.
Adaptive Planning is a funded company, having raised a total of $228.55M across 10 funding rounds to date. The company's 1st funding round was a Series A of $4.6M, raised on Sep 2003.
Workday Adaptive Planning was founded in 2003 in Palo Alto, United States, as a provider of cloud-based software for enterprise financial management. Tools are supplied for budgeting, forecasting, variance analysis, revenue and expense management, workforce modeling, capital planning, and cash flow optimization. Operations target sectors such as manufacturing, retail, healthcare, hospitality, energy, utilities, and public services, supporting analysis across multiple industries.
Adaptive Planning's top competitors include Workday Adaptive Planning, Anaplan and Planful.
Adaptive Planning has made 1 acquisition, including myDIALS.
Adaptive Planning has 12 investors. Key investors include Workday, Bessemer Venture Partners, Royal Bank of Canada, Norwest Venture Partners, and Monitor Ventures.
Yes. Adaptive Planning was acquired by Workday in June 2018.
The website of Adaptive Planning receives about 443 thousand visits a month and ranks #86,364 among all websites worldwide.